Fidelimax Zapier integrationAutomate Fidelimax with Zapier.
The Fidelimax Zapier integration gives you 5 actions, 0 triggers and 0 searches. It registers shoppers in your loyalty program, credits points on a sale and reads balances, but another app always has to start the automation.
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What the Fidelimax Zapier integration does for your loyalty program
Connecting Fidelimax to Zapier means another app feeds your loyalty program without anyone retyping a sale. A Zap (the automation you build on Zapier: one starting event, then the steps that run every time it happens) can sign a buyer up, credit points on the amount spent, or pull a balance into the next step.
Three results come back again and again. First, a member file that fills itself: Create Customer registers the buyer in the program the moment your store or form reports them. Second, points that match the receipt: Add Point Customer takes the value of the transaction and credits it, so the counter at the till and the online shop give the same reward. Third, a balance you can reuse: Find Customer and Find Customer's Loyalty Data read what a member holds and which tier they sit in, ready for an email or a CRM record.
Now the limits, because they shape every design. Zapier lists no trigger for Fidelimax, so nothing that happens inside Fidelimax can start a Zap: a new member, a redeemed reward or a tier change stays invisible to Zapier. The app also offers no update and no delete action. Every Zap here starts in another tool (a shop, a payment app, a spreadsheet) and pushes data in.
If you are weighing other platforms, the Fidelimax Make integration page and the Make vs Zapier comparison are the next stops, to set the five actions above against another platform before you build.
Zapier vocabulary in one minute
Seven words come back on this page. Each one is defined once here, then used as is.
- Trigger
- The event in an app that starts a Zap. Once the Zap is on, Zapier waits for that event, and Fidelimax has none of its own.
- Action
- What the Zap does after it starts: the step that writes, sends or reads something for you, like crediting points to a member.
- Task
- The unit Zapier bills. One task equals one action that completes successfully, and your plan counts a monthly number of them.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen yet.
- Instant trigger
- A trigger the app reports by itself, calling Zapier the moment the event happens, so nothing waits for the next scheduled check.
- Filter
- A step that checks what arrived against your condition: the Zap carries on when it passes and ends there when it does not.
- Connection
- Zapier stores your Fidelimax login after the first sign-in, so the next Zaps that credit points or read balances skip that step.
What a Fidelimax Zap really costs
Fidelimax is not a premium app, so it works on the free plan. The bill depends on actions, never on the trigger.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps only
- BilledEach successful action, one task each
- Not billedThe trigger, the checks, failed actions
The trigger in the other app costs nothing, and neither does Zapier checking for new data. Each Fidelimax action that succeeds counts one task, and a failed one is not counted. The free plan gives 100 tasks a month but only two-step Zaps: one trigger, one action. Registering a buyer and then crediting points is two actions, so that Zap, like any Zap with a filter, needs a paid plan. A Zap limited to crediting points stays free.
Connect your Fidelimax account to Zapier
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need an existing Fidelimax account first, with rights on the program the Zap will write to.
- 02
Pick Fidelimax
Type Fidelimax in the search box of the dialog, select it, then confirm with Add connection. A new tab opens on the Fidelimax side to identify your account.
- 03
Sign in and grant access
Log in to Fidelimax in that tab and allow Zapier to act on the account. From then on, every Fidelimax step in every Zap reuses this one connection without asking again.
Your first Zap: a Shopify order becomes points
GoalEach new Shopify order registers the buyer in Fidelimax and credits points on the amount paid.
- 01
Build the trigger
Create a Zap, choose Shopify as the starting app and New Order as the event. Fidelimax cannot open a Zap, so the store does that job here.
- 02
Test with a real order
Run the trigger test. Zapier brings back the three most recent orders of the connected store, so you pick a real one to map instead of guessing.
- 03
Register the buyer
Add Fidelimax with Create Customer and map the buyer details from the order into the fields Fidelimax asks for. Test it once and check the member appears in the program.
- 04
Credit the points
Add a second Fidelimax step, Add Point Customer, and map the order total into Money value. Two actions make this a multi-step Zap, so it runs on a paid plan.
- 05
Publish
Click Publish to switch the Zap on. Only orders placed after this moment are processed, and each run costs two tasks when both steps succeed.
The 5 Fidelimax actions on Zapier
Fidelimax gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Customer
ActionIn Zapier“Registration of consumers in the loyalty program”
Signs a new person up in your loyalty program, so their purchases can start earning from the next step on.
Find Customer
ActionIn Zapier“Consult consumer balances”
Looks up a member and returns their points balance, which the following steps can drop into a message or a record.
Find Customer Personal Data
ActionIn Zapier“Retrieve personal data registered on loyalty program”
Brings back the personal details a member registered in the program. Two switches decide whether the registered address and the tags attached to that person come back too.
Find Customer's Loyalty Data
ActionIn Zapier“Retrieve detailed loyalty program information for a customer.”
Returns the detailed loyalty picture of one member. With the Customer Category option switched on, the answer includes the tier they are currently enrolled in.
Add Point Customer
ActionIn Zapier“Add points to a customer in loyalty program”
Credits points to a member based on the value of a transaction, such as the gross amount of a sales order.
When a Fidelimax Zap breaks
Zapier attaches no help article to Fidelimax, so the known failure points come from how Zapier itself behaves.
Most problems show up on the trigger side, in the app that starts the Zap, or on the amount sent to Add Point Customer. Four cases cover what to watch.
Past sales are never picked up
A Zap only reacts to events after it is switched on. Orders from before publishing earn no points through Zapier, and moving that backlog is a separate job.A bulk import gets held back
When the starting app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold those items back instead of crediting them all at once.The same order counted twice
On a polling trigger, Zapier remembers the items it has already seen, so one order does not start the Zap twice and credit points again.Points that do not match the receipt
Money value is read in reais (R$). A store selling in another currency sends a figure Fidelimax treats as reais, and the credit comes out wrong.
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